BCA

Bray Capital Advisors Portfolio holdings

AUM $370M
1-Year Est. Return 24.92%
This Quarter Est. Return
1 Year Est. Return
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
+$2.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1 +$5.78M
2 +$2.52M
3 +$319K
4
BAM icon
Brookfield Asset Management
BAM
+$296K
5
DAR icon
Darling Ingredients
DAR
+$261K

Top Sells

1 +$6.64M
2 +$2.58M
3 +$1.79M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$819K
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$752K

Sector Composition

1 Technology 14.17%
2 Healthcare 9.49%
3 Financials 8.11%
4 Consumer Discretionary 4.8%
5 Industrials 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$31.7K 0.01%
1,575
202
$31.7K 0.01%
475
203
$30K 0.01%
97
204
$28.9K 0.01%
700
205
$28.4K 0.01%
305
206
$27.4K 0.01%
350
207
$27K 0.01%
1,023
208
$26.6K 0.01%
100
209
$26.4K 0.01%
167
210
$26.3K 0.01%
+2,100
211
$25.1K 0.01%
228
212
$24.9K 0.01%
105
213
$24.5K 0.01%
700
214
$23.9K 0.01%
295
215
$23K 0.01%
200
216
$21.8K 0.01%
75
217
$21.6K 0.01%
225
-50
218
$21.6K 0.01%
225
219
$20.1K 0.01%
487
220
$18.9K 0.01%
175
221
$18.9K 0.01%
190
222
$17.1K 0.01%
+300
223
$16.8K 0.01%
160
224
$16.6K 0.01%
193
+2
225
$16.5K 0.01%
100